Ajay Agarwal (@ajay_bcv) and Kevin Zhang (@kevinzhang) of Bain Capital Ventures join Erik on this episode.

They discuss:

- The history of enterprise software and how the way it has been sold has changed over time.

- How SaaS, cloud-based software and changing customer expectations have transformed enterprise software.

- The ways that investors are investing differently in software in a bottom-up world.

- The most interesting places where bottom-up software can go next.

- Why Ajay says that supply chain innovation has been and will be the key to long-term success.

- Some of their requests for startups in the space.

- Predictions for the next 5-10 years.

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